Hweb, SCKT, they did state in the CC that the December quarter will be negatively effected b/c new IPAD intro is scheduled for October now, and they had expected September. I'm not sure how much this means, but they did say something to the effect that b/c of that its doubtful they'll be able to get their product out before Thanksgiving, so the the holiday season will be effected.
Of course, everything does seem to be going well, so while q4 may see a dip, 2015 should be strong.
best.